Once you’ve generated a list of leads via your search results in the Leads search, you can reserve or unreserve an agent for the selected leads.
When you reserve an agent for a lead, it just means you’d like the system to only allow that specific agent to contact the lead in question. When you ‘unreserve’ an agent for a lead, it means that lead already had an agent assigned to them and you’re removing the agent from that assignment, leaving that lead with no assigned agent.
An agent can be reserved for a lead in more than one way (via API, or during an agent disposition, for example). In this article, we’ll discuss how to perform this action via the Leads search.
To reserve or unreserve leads for an agent, take the following steps: